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The objectives of
Green Financial are to offer asset management services to individuals and also
institutions that appreciate a conservative and focused investment approach. Follwing are
many of the financial services to both individuals and business owners.
The Green Agency can provide you and your client, access to all national securities
exchanges and a full range of quality investments.
- Modern Portfolio Theory
- Financial Planning
- Investment Advisory
- Business Planning/Analysis
- Employee Benefit Planning
- Trust planning
- Retirement Planning
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- Executive Benefits
- Estate Planning
- Asset Management
- Deferred Compensation
- Turn - Key Legal
- Turn - Key Tax
- Pension Plan Administration
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Financial Planners for over
20 Years!
Registered Financial Advisor
in Massachusetts
The Green Agency
"Providing financial services
since 1980"
Post Office Box 2380
Manomet, MA 02345
Phone 781 - 769 - 9095 * Fax 508 - 224 - 9646
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